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LABBX Lord Abbett Multi-Asset Balanced Opp B

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Fund LABBX Lord Abbett Multi-Asset Balanced Opp B OAKBX Oakmark Equity And Income Investor MSMSX Manning & Napier Strategic Inc Modrt S  
Similarity
?
100% 85% 87%
Annual Fees
?
$206.62
(1.98% Exp. Ratio)
$82.44
(0.79% Exp. Ratio)
$97.05
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$19,702.18 $28,296.76 $27,123.03
Est. savings over 30 yrs +$8,594.59 +$7,420.85
Return
As of 11/30/16
1 YR RETURN 6.55%
3 YR 2.94%
5 YR 7.57%
10 YR 4.24%
1 YR RETURN 6.71%
3 YR 4.42%
5 YR 8.56%
10 YR 6.58%
1 YR RETURN 6.57%
3 YR 4.67%
5 YR --
10 YR --
Description
The investment seeks current income and capital growth. The fund is a "fund-of-funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, it indirectly invests primarily in U.S. equity securities and fixed income securities and selects foreign (including emerging market) securities. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities (although the fund may invest up to 35% of its total assets in equity and debt securities of non-U.S. issuers). It is intended to present a balanced investment program between growth and income by investing approximately 40-75% of its total assets in common stock, including securities convertible into common stock, and up to 60% of its total assets in debt securities issued by U.S. or non-U.S. governments and corporate entities rated at the time of purchase within the two highest grades.
The investment seeks to manage against capital risk while generating income and pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Emerging Markets Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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